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Atwater Malick’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Atwater Malick’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.33M Buy
40,794
+26,807
+192% +$2.85M 0.94% 23
2026
Q1 		$1.49M Buy
13,987
+11,556
+475% +$1.24M 0.4% 33
2025
Q4 		$261K Buy
+2,431
New +$261K 0.07% 75
2019
Q4 		– Sell
-331
Closed -$37K – 105
2019
Q3 		$37K Buy
+331
New +$37.3K 0.03% 84

Other funds holding GVI

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Atwater Malick's GVI Position: Q2 2026 in Review

Atwater Malick increased its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 192% in Q2 2026, buying an estimated $2.85M and bringing the position to 40,794 shares worth $4.33M. The position accounts for 0.94% of the portfolio, ranked #23.

Atwater Malick first reported a position in GVI in Q3 2019 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold GVI as of Q2 2026.

  • Atwater Malick held 40,794 shares of iShares Intermediate Government/Credit Bond ETF worth $4.33M as of Q2 2026.
  • Atwater Malick bought 26,807 iShares Intermediate Government/Credit Bond ETF shares in Q2 2026, an estimated $2.85M.
  • iShares Intermediate Government/Credit Bond ETF made up 0.94% of Atwater Malick's portfolio in Q2 2026, its #23 holding.
  • Atwater Malick first reported a position in iShares Intermediate Government/Credit Bond ETF in Q3 2019 and has held it in 4 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.